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文 献 资 料阿里巴巴加快发展移动电子商务步伐中国电子商务巨头阿里巴巴集团(Alibaba Group)的管理人员周二表示,公司计划在未来几年内斥资至少2亿美元进行并购和其他投资。阿里巴巴战略投资部门的负责人张蔚接受采访时说,公司迄今已在包括手机软件公司优视动景(UCWEB Technology Ltd.)在内的10家公司投资了7,300万美元。阿里巴巴集团总部位于杭州,雅虎(Yahoo Inc.)拥有其39%的股权。她表示,公司承诺未来两到三年还将给战略投资部2-3亿美元资金,将会把投资重点放在专门从事移动互联网、电子支付和其他科技方面的公司。在大多数情况下,阿里巴巴集团计划持有少数股份,而其投资对象公司也会成为阿里巴巴的战略伙伴。阿里巴巴旗下拥有在香港上市的国际在线贸易平台阿里巴巴网络有限公司(A Ltd.)和中国零售网站淘宝网(T)等几家公司。据阿里巴巴的数据,阿里巴巴网络有限公司2008年收入人民币30亿元(4.39亿美元),而淘宝网交易总额达150亿美元。阿里巴巴集团首席财务长蔡崇信(Joe Tsai)说,我们觉得拥有投资业务至关重要,我们在这方面着眼于新技术。阿里巴巴拥有逾10亿美元现金,其中还不包括上市公司的资金我们在寻求有助于我们的核心业务的机会。迄今为止,阿里巴巴集团只投资中国大陆公司,其中包括分类广告网站口碑网(K),该网站现在完全为阿里巴巴集团所有。但张蔚说她目前在与国外公司谈判,计划在世界范围内寻找机会。上个月,阿里巴巴集团收购了位于广州的优视动景的少数股份。这家公司开发了一款广受欢迎的网络浏览器,人们可下载它用于手机上网。她说,两家公司可以合作开发应用程序,供阿里巴巴的客户通过手机上网购物并完成交易,或是进行产品价格比较,我们的很多用户现在都通过移动设备访问互联网这对整个电子商务的大环境无疑十分重要。她还表示,阿里巴巴拥有优视动景的一个董事会席位,但拒绝透露该交易的财务细节。一般而言当阿里巴巴进行少数股权投资时,会收购10%-30%的股权。但除了与投资对象形成业务伙伴关系,公司并不打算插手干涉对方的业务管理。研究机构麦健陆顾问有限公司(JL McGregor & Company)的分析师周正倩(Fiona Zhou)说,阿里巴巴和优视动景这样的公司之间的合作很有意义,因为通过手机购物买东西将会是中国电子商务的“未来”。据中国互联网络信息中心的数据,中国截至去年年底互联网用户已达2.98亿,为全球网民人数最多的国家,其中1.18亿用户通过手机上网,这些业务有辅助作用。阿里巴巴不可能为用户提供所有的服务,但他们可以跟与自己核心服务相关的较小服务提供商合作。2月27日,杭州,阿里巴巴集团旗下两大子公司国内最大的网络零售商圈淘宝网、国内最大独立第三方支付平台支付宝联合宣布,进入无线互联网市场,发布移动电子商务战略。淘宝网大规模公开测试手机版淘宝网(),进军无线零售领域,支付宝亦推出手机支付业务,以推进国内移动支付业务的发展。据介绍,即日用户可持开通上网服务的手机,登陆淘宝网(),查询信息、比价、使用支付宝手机支付服务购买产品。其手机操作界面与网页操作界面相同,淘宝及支付宝用户均可使用其原有帐户,无需重复注册,每天手机短信支付的限额为2000元人民币。手机版淘宝网目前暂时只支持“一口价”商品,无线版阿里旺旺目前暂时尚未嵌入,有望在近期推出。淘宝网总裁陆兆禧表示,“淘宝网进入移动终端,推出手机版淘宝网,主要是为了满足广大用户日益强烈的网购需求,给广大用户的网络购物提供更多、更便捷的新途径。”此前,已占据中国网络零售近80%市场份额的淘宝网,一直对无线领域保持密切关注。支付宝总裁邵晓锋表示:“移动支付业务是一个可为产业链各方带来经济效益、品牌效益和社会效益的新业务,是移动电子商务的重要组成部分。移动支付是支付宝公司战略培植的业务,我们将把支付宝手机支付服务打造成脍炙人口的大众品牌。”但移动电子商务市场潜力尚未被打开,据市场咨询机构易观国际研究,2007年第3季度中国第三方电子支付市场交易总规模达198.47亿元,其中手机支付规模市场为3.64亿元,仅占整体市场规模的1.83%。阿里巴巴集团执行副总裁、长江商学院教授曾鸣日前表示,在无线领域,中国用户数量庞大,并具有很多创新,因此中国的无线领域将会迅速成为世界领跑者,也会出现具有竞争实力的世界性领导企业。据了解,早在2004年,阿里巴巴集团已经初次试水移动电子商务,当时阿里巴巴宣布和英特尔合作共同建设中国首个手机电子商务平台。2006年4月29日,阿里巴巴集团已将旗下两大子公司淘宝、支付宝分别注册了无线网址。而这距离无线互联网唯一的网络地址无线网址开放注册仅不足一月时间。此次淘宝与支付宝携手进入移动电子商务市场,被认为是阿里巴巴集团在无线互联网领域的战略布局。业内专家分析后指出,淘宝与支付宝进入移动电子商务市场具备先天优势。一方面,作为国内电子商务的领跑者,淘宝与支付宝拥有最宝贵的用户资源,截至2007年,淘宝网注册会员超过5300万,截止2008年1月14日,支付宝注册会员超过6300万,这是未来决胜移动电子商务的关键。另一方面,淘宝模式与支付宝模式具备较高的可移植性,能迅速应用于手机电子商务,淘宝网网络零售市场份额近80%,支付宝在线支付市场份额超过60%,品牌深入人心,在产品和技术上都拥有较大的优势。淘宝与支付宝表示,3G即将迎来规模化应用,移动电子商务市场前景广阔,随着手机网民数量的进一步增加,手机将成为未来电子商务应用最为广泛的终端之一。两大公司将致力于推进国内移动电子商务以及无线互联网的发展。 Alibaba to accelerate the pace of the development of m- commerceChinese e-commerce giant Alibaba Group plans to spend at least $200 million in acquisitions and other investments in the next few years, executives said Tuesday. The Hangzhou-based company, in which Yahoo Inc. has a 39% stake, has already invested $73 million to date in 10 companies including a mobile-phone software company called UCWEB Technology Ltd., said Wei Zhang, who is heading Alibabas strategic investment unit, in an interview. The company has committed an additional $200 million to $300 million to the unit over the next two to three years, she said. The investment plan is another example of Alibabas aggressive spending despite the slowing global economy. The company has also committed $30 million to marketing one of its Web sites. Ms. Zhang said she will focus investments on companies specializing in mobile Internet, electronic payment and other technologies. In most cases, the group plans to retain a minority stake and investees companies it invests in would double as strategic partners for Alibaba, which owns several companies including Hong-Kong listed international online trading platform A Ltd. and Chinese retail Web site T. In 2008, A earned 3 billion yuan ($439 million) in revenue, and transactions on T totaled $15 billion, according to Alibaba. We felt that its important for us to have an investment operation where we look at new technologies, said Joe Tsai, the groups chief financial officer. Alibaba has over $1 billion in cash, not including the listed company we are looking for opportunities that would compliment our core business. So far, the group has invested only in companies in mainland China, including classified-ads Web site K, which is now wholly owned by Alibaba. But Ms. Zhang says she is currently in talks with companies outside China and plans to look at opportunities around the world. Last month, the company acquired a minority stake in Guangzhou-based UCWEB, which developed a popular Web browser that people can download to surf the Internet on their phones, Ms. Zhang said. The companies may team up to create applications through which Alibaba customers can shop online and complete those transactions through their phones, or do product price comparisons, she said. A lot of our users nowadays access the Internet through mobile devices Its definitely important to the entire e-commerce ecosystem, said Ms. Zhang, who added that Alibaba has a seat on the companys board of directors, but declined to provide financial details of the deal. Mr. Tsai said that generally when Alibaba makes minority investments, the company will take anywhere between a 10% and 30% stake. But aside from forging business partnerships with the investees, Alibaba has no plans to get involved with the management of their businesses, he said. Fiona Zhou, analyst for research firm JL McGregor & Co., said cooperation between Alibaba and companies like UCWEB makes sense, because shopping and making purchases through mobile phones will be the future for e-commerce in China, which by the end of last year had 298 million Internet users, or the most of any country in the world, according to the latest report from government researcher China Internet Network Information Center. The report said 118 million of those Internet users accessed the Internet through their mobile phones. The businesses are complimentary. Alibaba cannot provide every service to their users, but they can cooperate with smaller service providers related to their core services, Ms. Zhou said. February 27, Hangzhou, two major subsidiary of Alibaba Group - the largest network of retail shopping Taobao, the largest independent third-party payment platform jointly announced Po pay into the wireless Internet market, released the m -commerce strategy. Large-scale public beta Taobao Taobao Mobile (), to enter the field of wireless retail, AliPay has also introduced a mobile payment services, to promote the domestic development of mobile payment services. According to reports, users can now hold the opening of the mobile phone Internet access, landing TaoBao (), query information, price, Home phone payment services products to buy. Its mobile phone user interface and web interface the same, and the payment of Po Taobao users can use their original account, the need to repeat the registration of mobile phone text messages a day limit to pay 2000 yuan. Mobile Taobao currently only supports the Buy It Now products, the wireless version of Ali Wangwang is not yet embedded in the present, is expected to launch in the near future. Taobao president Lu Hillier said, to enter the mobile terminal Taobao, Taobao to launch mobile phone version, mainly to meet growing user demand to buy the network to the users of the network to provide more and more convenient new ways. Prior to , has become Chinas network of retail market share of nearly 80% of Taobao, has maintained close attention to the wireless arena. the president of Shao xiao-feng said: The business is a mobile payment industrial chain can bring economic benefits to the parties, brands and social benefits of new services, mobile e-commerce is an important component of the. Mobile payment strategy is to cultivate the company to pay business, we will pay for mobile phone payment services Po into a mass of well-known brands. while the number of domestic mobile phone users has exceeded 600 million. UK Data-monitor provides research data show that in 2008, the global number of mobile business users will reach 1.67 billion in annual revenue will reach 554 billion U.S. dollars. M-commerce will account for the global online market share of 15%. A large subscriber base and stronger purchasing power of users to enable mobile e-commerce market has become a gold mine of e-commerce industry. However, m-commerce market potential has not yet been opened, an advisory body, according to market research Analysys International, the first 3 quarter of 2007, Chinas third-party electronic payment market transactions up to the total size of 19.847 billion yuan, of which the size of the market mobile phones to pay 3.64 billion yuan, accounting for only overall market size of 1.83%. Alibaba Group Executive Vice President, Professor Zeng Ming CKGSB recently said that in the wireless area, the large number of Chinese users and has a lot of innovation in the wireless area of China will rapidly become a world leader, will also be competitive world leader. It is understood that, as early as 2004, the Alibaba Group has the first mobile e-commerce test water, when Alibaba and Intel jointly announced the construction of Chinas first mobile e-commerce platform. April 29, 2006, Alibaba Groups two subsidiaries have been Taobao, AliPay wireless web site were registered. Which is only away from wireless Internet network address of the wireless Web site open only to under-registration time in January. The Po Taobao together with the payment into the mobile e-commerce market, are considered Alibaba Group in the field of wireless Internet strategic layout. Analysis of industry experts pointed out tha

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